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Financial Consultant Jobs Opening in Soni insurance at Dacha Bhavan, Junwani, Kohka, Bhilai, Raipur, Durg

Financial Consultant

Soni insurance
experience-icon 0 Years
salary-icon 12000 - 50000 Monthly

Posted: 23 Feb 23

Job Description


Developing financial plans to help clients achieve their long-term and short-term financial goals.

Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.

Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly.

Traveling to clients’ homes and places of business to consult with them.

Monitoring financial markets and economic conditions.

Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.

Communicating with accountants, real estate agents, attorneys, and other professionals to verify the information.

Researching suitable investment opportunities for clients.


The ability to analyze financial data.

Excellent problem-solving skills.

Effective communication skills.

Exceptional customer service skills.

Strong business acumen.

More information about this Financial Consultant Job

Please go through the below FAQs to get all answers related to the given Financial Consultant job

  1. What are the job requirements to apply for this Financial Consultant job position?
    • Ans: A candidate must have a minimum of fresher as an Financial Consultant

  2. What is the qualification for this job?
    • Ans: The candidate can be a Graduate from any of the following: B.Com, 12th Pass (HSE)

  3. What are the salary requirements for this job?
    • Ans: The salary range is between 12000 and 50000 Monthly. The Salary will depend on the interview. This Financial Consultant is a Part Time in Bhilai, Raipur, Durg.

  4. What is the hiring Process of this job?
    • Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.

  5. This Financial Consultant is a work from home job?
    • Ans: Yes,its a Work from Home Job.

  6. How many job vacancies are opening for the Financial Consultant position?
    • Ans: There are immediate 1 job openings for Financial Consultant in our Organisation.

Job Particulars

Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypePart Time
Job Id1684735
Locality Address Dacha Bhavan, Junwani, Kohka, Risali, Bhilai-Others
Country India

About Company

Soni insurance
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